| Wells Fargo & Company | 281,476 | $2,603 萬 | 0.00% | +47,566+20.3% | 加碼 |
| Texas Yale Capital Corp. | 238,800 | $2,208 萬 | 0.48% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 215,317 | $1,991 萬 | 0.02% | +76,175+54.7% | 加碼 |
| Advisor Group Holdings, Inc. | 143,360 | $1,326 萬 | 0.02% | +7,022+5.2% | 加碼 |
| Equitable Holdings, Inc. | 127,217 | $1,186 萬 | 0.07% | +2,226+1.8% | 加碼 |
| Envestnet Asset Management Inc | 125,677 | $1,162 萬 | 0.00% | +12,880+11.4% | 加碼 |
| GTS Securities LLC | 50,000 | $462.4 萬 | 0.10% | +50,000 | 新進 |
| Ameriprise Financial Inc | 47,621 | $440.2 萬 | 0.00% | −13,158−21.6% | 減碼 |
| Dorsey Wright & Associates | 41,442 | $383.2 萬 | 0.65% | −34,743−45.6% | 減碼 |
| Great Valley Advisor Group, Inc. | 39,958 | $369.5 萬 | 0.06% | +10.0% | 加碼 |
| LPL Financial LLC | 39,619 | $366.4 萬 | 0.00% | +3,457+9.6% | 加碼 |
| Fifth Third Bancorp | 35,587 | $329.1 萬 | 0.01% | +3,900+12.3% | 加碼 |
| Cetera Investment Advisers | 28,950 | $267.7 萬 | 0.00% | −172−0.6% | 減碼 |
| Jane Street Group, LLC | 26,222 | $242.5 萬 | 0.00% | +26,222 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 21,386 | $197.8 萬 | 0.00% | +10,302+92.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 14,482 | $133.9 萬 | 0.01% | +2,522+21.1% | 加碼 |
| Stifel Financial Corp | 11,762 | $108.8 萬 | 0.00% | +931+8.6% | 加碼 |
| Power Wealth Management LLC | 11,343 | $104.9 萬 | 0.36% | +9,347+468.3% | 加碼 |
| Royal Bank of Canada | 10,358 | $95.8 萬 | 0.00% | +480+4.9% | 加碼 |
| Prospera Financial Services Inc | 9,946 | $92.0 萬 | 0.01% | +936+10.4% | 加碼 |
| OneAscent Financial Services LLC | 9,854 | $91.1 萬 | 0.04% | +762+8.4% | 加碼 |
| Principal Securities, Inc. | 8,633 | $79.8 萬 | 0.01% | +290+3.5% | 加碼 |
| Morgan Stanley | 8,264 | $76.4 萬 | 0.00% | −47−0.6% | 減碼 |
| VestGen Advisors, LLC | 7,740 | $71.6 萬 | 0.02% | −38−0.5% | 減碼 |
| Hanlon Investment Management, Inc. | 7,542 | $69.7 萬 | 0.37% | +314+4.3% | 加碼 |
| Joseph P. Lucia & Associates, LLC | 6,585 | $60.9 萬 | 0.18% | +945+16.8% | 加碼 |
| Brown Miller Wealth Management, LLC | 6,461 | $59.7 萬 | 0.15% | +393+6.5% | 加碼 |
| Axxcess Wealth Management, LLC | 6,461 | $59.7 萬 | 0.01% | +393+6.5% | 加碼 |
| American State Bank (Iowa) | 5,918 | $54.7 萬 | 0.22% | −52−0.9% | 減碼 |
| Legacy Capital Group California, Inc. | 5,761 | $53.3 萬 | 0.16% | +1,700+41.9% | 加碼 |
| Lester Murray Antman dba SimplyRich | 5,000 | $46.2 萬 | 0.11% | 00.0% | 不變 |
| Gateway Wealth Partners, LLC | 4,724 | $43.7 萬 | 0.03% | −1,706−26.5% | 減碼 |
| Advyzon Investment Management, LLC | 4,124 | $38.1 萬 | 0.03% | +2,156+109.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 4,060 | $37.5 萬 | 0.01% | +1,564+62.7% | 加碼 |
| Focus Financial Network, Inc. | 3,948 | $36.5 萬 | 0.01% | +53+1.4% | 加碼 |
| CIBC World Markets Inc. | 3,871 | $35.8 萬 | 0.00% | +405+11.7% | 加碼 |
| Artesa Financial Group, LLC | 3,759 | $34.8 萬 | 0.30% | −34−0.9% | 減碼 |
| Commonwealth Equity Services, LLC | 3,690 | $34.1 萬 | 0.00% | 00.0% | 不變 |
| Retirement Planning Group | 3,000 | $27.7 萬 | 0.01% | 00.0% | 不變 |
| MML Investors Services, LLC | 2,511 | $23.2 萬 | 0.00% | −801−24.2% | 減碼 |
| Mason & Associates Inc | 2,479 | $22.9 萬 | 0.04% | 00.0% | 不變 |
| Dimension Capital Management LLC | 2,330 | $21.5 萬 | 0.03% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,242 | $20.7 萬 | 0.01% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 2,183 | $20.2 萬 | 0.02% | +245+12.6% | 加碼 |
| Rockefeller Capital Management L.P. | 1,828 | $16.9 萬 | 0.00% | −147−7.4% | 減碼 |
| UBS Group AG | 1,339 | $12.4 萬 | 0.00% | +108+8.8% | 加碼 |
| Geneos Wealth Management Inc. | 905 | $8.37 萬 | 0.00% | 00.0% | 不變 |
| Copia Wealth Management | 890 | $8.23 萬 | 0.05% | 00.0% | 不變 |
| GWM Advisors LLC | 879 | $8.13 萬 | 0.00% | 00.0% | 不變 |
| Financial Network Wealth Advisors LLC | 599 | $5.54 萬 | 0.06% | +112+23.0% | 加碼 |
| Bank of Montreal | 504 | $4.66 萬 | 0.00% | 00.0% | 不變 |
| Rossby Financial, LCC | 493 | $4.56 萬 | 0.01% | +493 | 新進 |
| IFG Advisory, LLC | 450 | $4.16 萬 | 0.00% | +450 | 新進 |
| Compass Financial Management LLC | 150 | $1.39 萬 | 0.00% | +150 | 新進 |
| Aptus Capital Advisors, LLC | 126 | $1.17 萬 | 0.00% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 97 | $8,970 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 70 | $6,545 | 0.00% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 40 | $3,699 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 30 | $2,775 | 0.00% | +5+20.0% | 加碼 |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −87,021−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,130−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −12,142−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,356−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −3,247−100.0% | 清倉 |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −2,974−100.0% | 清倉 |
| PFG Advisors | 0 | $0 | 0.00% | −2,498−100.0% | 清倉 |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −2,457−100.0% | 清倉 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −2,049−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −2,026−100.0% | 清倉 |
| Stirlingshire Investments, Inc. | 0 | $0 | 0.00% | −1,998−100.0% | 清倉 |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −1,969−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −1,896−100.0% | 清倉 |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −1,055−100.0% | 清倉 |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | −1,018−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −930−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −840−100.0% | 清倉 |
| Gibbs Wealth Management | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
